ZioParco

Seeking wisdom
My full investment thesis:

[ZioParco @ParcoZio]

We are finally at the point of what I always thought AGI would look like with GPT-5.6. It’s a little scary to watch a machine outpace me in my own job. It has completely taken over many boring daily to-do's, from administration to writing scripts & configuring business software🤯

[Claude @claudeai]

Computer use is now in Claude Code.

Claude can open your apps, click through your UI, and test what it built, right from the CLI.

Now in research preview on Pro and Max plans.

[ZioParco @ParcoZio]

Wtf 😭😂

[The White House @WhiteHouse]

ASMR: Illegal Alien Deportation Flight 🔊

[Greg Brockman @gdb]

a taste of what AI agent interaction will be like

[Sam Altman @sama]

OPENAI ROADMAP UPDATE FOR GPT-4.5 and GPT-5:

We want to do a better job of sharing our intended roadmap, and a much better job simplifying our product offerings.

We want AI to “just work” for you; we realize how complicated our model and product offerings have gotten.

We hate the model picker as much as you do and want to return to magic unified intelligence.

We will next ship GPT-4.5, the model we called Orion internally, as our last non-chain-of-thought model.

After that, a top goal for us is to unify o-series models and GPT-series models by creating systems that can use all our tools, know when to think for a long time or not, and generally be useful for a very wide range of tasks.

In both ChatGPT and our API, we will release GPT-5 as a system that integrates a lot of our technology, including o3. We will no longer ship o3 as a standalone model.

The free tier of ChatGPT will get unlimited chat access to GPT-5 at the standard intelligence setting (!!), subject to abuse thresholds.

Plus subscribers will be able to run GPT-5 at a higher level of intelligence, and Pro subscribers will be able to run GPT-5 at an even higher level of intelligence. These models will incorporate voice, canvas, search, deep research, and more.

[ZioParco @ParcoZio]

@TroyTeslike I don't know about other EU countries & how big the impact is, but I talked to multiple people who are holding off their purchase because of a potential upcoming incentive from the government in Belgium. Which means we might have a catch-up move later. (https://t.co/XDaCGNtTnx)

[ZioParco @ParcoZio]

@TroyTeslike I don't know about other EU countries & how big the impact is, but I talked to multiple people who are holding off their purchase because of a potential upcoming incentive from the government in Belgium. Which means we might have a catch-up move later. (https://t.co/XDaCGNtTnx)

[Sam Altman @sama]

the mission continues

[Rowan Cheung @rowancheung]

This week might go down as the biggest week in the history of AI.

Massive AI developments over the weekend already from xAI's Gronk, OpenAI ChatGPT leaks, Runway, Elon Musk, ElevenLabs, Mindy and 9 new tools.

Here's the rundown of everything going on in AI right now:

[*Walter Bloomberg @DeItaone]

🔸VOLKSWAGEN CUTS EV PRODUCTION AT GERMAN SITES AS DEMAND CRATERS

[Anthropic @AnthropicAI]

Today, we’re announcing that @Amazon will invest up to $4 billion in Anthropic. The agreement is part of a broader collaboration to develop reliable and high-performing foundation models.

[ZioParco @ParcoZio]

"Everyone is bearish so we can't have a correction". Says everyone. My extremist contrarian take would see that as a topping signal 😂 $SPX

[ZioParco @ParcoZio]

Testing NightCafe SDXL, not bad!

[NightCafe @NightcafeStudio]

Stable Diffusion XL #sdxl is now available on NightCafe. Enjoy!

https://t.co/g6r20b2B2P

#AIart #stablediffusion

[Geiger Capital @Geiger_Capital]

My god… everyone watch this.

Yellen literally doesn’t have an answer for what they just did. This is insane.
https://t.co/ive9w6cbdV

[ZioParco @ParcoZio]

Kashkari agrees the Fed was certainly not happy to watch wall street rally after their latest meeting.

In other words, "fuck your calls"

[Neel Kashkari @neelkashkari]

Yes. My actual quote: "I was actually happy to see how Chair Powell's Jackson hole speech was received. People now understand the seriousness of our commitment to getting inflation back down to 2%."
As I have said, the signal to noise ratio on twitter seems to decline by the day.

[ZioParco @ParcoZio]

@elonmusk @RenataKonkoly That's what you'd think. Until you realize that the alcohol one never even got to making a web...

[Tesla @Tesla]

AI Day 2022 on Sept 30 🤖

[ZioParco @ParcoZio]

Elon: "In the (hopefully unlikely) event that Twitter forces this deal to close *and* some equity partners don’t come through, it is important to avoid an emergency sale of Tesla stock."

If the deal doesn't come through he would start his own platform https://t.co/tJUTXCn5F5

[Sawyer Merritt @SawyerMerritt]

BREAKING: Elon Musk has filed a total of six Form 4s with the SEC tonight showing that he sold 7,924,107 $TSLA shares worth about $6.9 Billion.

Weighted average price was $869.09.

The sales took place on August 5th, 8th and 9th.